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BigBearai Holdings Inc (BBAI.NYSE) AI OPINIONS & ADVISOR ANALYSIS

Read and compare the 14 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 20 September 2026Deep analysis 20 September 2026

Publisher

Russlan Ramdowar

25 min readAudit All Past Forecasts

14 AI Advisor Reports

Select an advisor report.

SynthesizerCombines all advisor views

Synthesis of 14 independent opinions

Diversity of ModelsSame approach, varied models

Diversity of FrameworksDifferent investing styles

AI Researcher

Opus 5

Universal Investor AI

The Polymath Framework

Model rating

Partial Sell

5-Year Return Est.

-18.2%

BBAI.NYSE does not currently pay dividends

1. Investment Thesis — Base Case

The central tension is that BigBear.ai is getting better as a business while getting more expensive as a claim. Revenue reaccelerated to 13% growth, gross margin expanded 781 basis points, and debt was effectively eliminated [2][13] — genuine operational progress. Yet the equity trades at 10.2x trailing sales with negative $73.8M free cash flow, and the financing model requires issuing shares into that multiple to fund acquisitions. Base case: enterprise value grows modestly as defense AI demand holds, while share count expands faster, leaving per-share value drifting lower toward a blend of tangible book and a rerated , punctuated by narrative-driven spikes.

Anchor: TTM revenue $132M, 32.8%, operating loss $28.6M in Q2 2026 — breakeven needs roughly $220M revenue.
Valuation link: 10.2x sales compresses toward 5-6x as growth proves mid-teens, offsetting revenue gains entirely.
Cross-check: $400.9M tangible book, or $0.84 per share, floors downside well below today's price [14].

Historical prices and published forecast

Observed price
Published advisor forecast

Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.

View chart values

Historical prices and published forecast — published chart values
Series	Date	Value (USD)
Observed price	2021-09-16	9.89
Observed price	2021-09-28	9.85
Observed price	2021-10-14	9.86
Observed price	2021-10-30	9.98
Observed price	2021-11-07	9.96
Observed price	2021-11-19	9.98
Observed price	2021-12-01	9.98
Observed price	2021-12-13	7.05
Observed price	2021-12-21	7.27
Observed price	2022-01-10	5.01
Observed price	2022-01-14	4.75
Observed price	2022-01-22	5.37
Observed price	2022-02-11	4.61
Observed price	2022-02-27	5.87
Observed price	2022-03-07	9.61
Observed price	2022-03-23	6.29
Observed price	2022-03-27	7.50
Observed price	2022-04-16	12.13
Observed price	2022-04-20	11.67
Observed price	2022-05-10	8.01
Observed price	2022-05-22	10.08
Observed price	2022-05-30	5.34
Observed price	2022-06-07	5.03
Observed price	2022-06-27	3.75
Observed price	2022-07-05	3.67
Observed price	2022-07-21	3.43
Observed price	2022-07-25	2.74
Observed price	2022-08-14	1.95
Observed price	2022-08-18	1.69
Observed price	2022-09-07	1.26
Observed price	2022-09-27	1.23
Observed price	2022-10-01	1.58
Observed price	2022-10-05	1.80
Observed price	2022-10-25	1.15
Observed price	2022-10-29	1.33
Observed price	2022-11-18	0.98
Observed price	2022-11-26	0.99
Observed price	2022-12-12	0.90
Observed price	2022-12-16	0.82
Observed price	2022-12-28	0.65
Observed price	2023-01-09	0.76
Observed price	2023-01-29	3.46
Observed price	2023-02-06	6.11
Observed price	2023-02-22	3.43
Observed price	2023-03-06	3.18
Observed price	2023-03-18	1.68
Observed price	2023-03-22	1.84
Observed price	2023-04-03	3.13
Observed price	2023-04-15	3.33
Observed price	2023-04-23	2.61
Observed price	2023-05-09	2.97
Observed price	2023-05-29	2.19
Observed price	2023-06-02	2.02
Observed price	2023-06-18	2.55
Observed price	2023-06-30	2.35
Observed price	2023-07-16	2.03
Observed price	2023-08-01	2.12
Observed price	2023-08-09	1.59
Observed price	2023-08-13	1.74
Observed price	2023-08-25	1.31
Observed price	2023-09-10	1.72
Observed price	2023-09-26	1.28
Observed price	2023-10-08	1.52
Observed price	2023-10-20	1.30
Observed price	2023-11-01	1.19
Observed price	2023-11-13	1.78
Observed price	2023-11-25	1.87
Observed price	2023-12-07	1.64
Observed price	2023-12-19	1.78
Observed price	2023-12-27	2.11
Observed price	2024-01-08	2.19
Observed price	2024-01-20	1.83
Observed price	2024-02-05	1.58
Observed price	2024-02-17	2.19
Observed price	2024-02-21	1.93
Observed price	2024-03-04	4.33
Observed price	2024-03-16	2.36
Observed price	2024-04-05	1.95
Observed price	2024-04-09	1.85
Observed price	2024-04-21	1.52
Observed price	2024-05-11	1.42
Observed price	2024-05-15	1.68
Observed price	2024-05-27	1.59
Observed price	2024-06-16	1.33
Observed price	2024-06-20	1.20
Observed price	2024-07-10	1.55
Observed price	2024-07-14	1.58
Observed price	2024-08-03	1.31
Observed price	2024-08-07	1.19
Observed price	2024-08-23	1.72
Observed price	2024-09-08	1.38
Observed price	2024-09-20	1.58
Observed price	2024-10-02	1.38
Observed price	2024-10-14	1.91
Observed price	2024-10-18	1.75
Observed price	2024-11-03	1.60
Observed price	2024-11-15	1.70
Observed price	2024-11-23	2.38
Observed price	2024-12-13	2.52
Observed price	2024-12-25	4.09
Observed price	2024-12-29	4.61
Observed price	2025-01-14	3.18
Observed price	2025-01-26	3.83
Observed price	2025-02-07	8.59
Observed price	2025-02-15	8.87
Observed price	2025-03-07	3.34
Observed price	2025-03-15	3.52
Observed price	2025-03-31	2.86
Observed price	2025-04-20	2.42
Observed price	2025-04-24	2.91
Observed price	2025-05-06	3.09
Observed price	2025-05-14	3.85
Observed price	2025-05-26	4.28
Observed price	2025-06-11	3.73
Observed price	2025-06-19	3.98
Observed price	2025-07-05	7.77
Observed price	2025-07-17	8.22
Observed price	2025-07-29	6.62
Observed price	2025-08-10	7.11
Observed price	2025-08-22	5.50
Observed price	2025-08-26	5.35
Observed price	2025-09-11	4.87
Observed price	2025-09-23	7.99
Observed price	2025-09-27	6.64
Observed price	2025-10-13	8.81
Observed price	2025-11-02	6.51
Observed price	2025-11-06	5.66
Observed price	2025-11-14	6.06
Observed price	2025-12-04	7.02
Observed price	2025-12-16	5.86
Observed price	2026-01-01	5.62
Observed price	2026-01-09	6.20
Observed price	2026-01-17	6.08
Observed price	2026-02-06	4.72
Observed price	2026-02-10	4.56
Observed price	2026-02-22	3.76
Observed price	2026-03-06	4.25
Observed price	2026-03-26	3.32
Observed price	2026-03-30	3.04
Observed price	2026-04-19	3.84
Observed price	2026-04-27	3.73
Observed price	2026-05-09	4.23
Observed price	2026-05-17	3.97
Observed price	2026-06-02	5.11
Observed price	2026-06-14	4.04
Observed price	2026-06-26	3.48
Observed price	2026-07-04	3.55
Observed price	2026-07-24	2.76
Observed price	2026-07-28	2.76
Observed price	2026-08-13	3.34
Observed price	2026-08-21	3.22
Observed price	2026-09-10	2.82
Observed price	2026-09-21	2.90
Observed price	2026-09-24	2.80
Observed price	2026-09-25	2.80
Published advisor forecast	2026-09-18	2.80
Published advisor forecast	2026-12-18	2.55
Published advisor forecast	2027-03-18	2.68
Published advisor forecast	2027-06-18	2.46
Published advisor forecast	2027-09-18	2.31
Published advisor forecast	2027-12-18	2.52
Published advisor forecast	2028-03-18	2.35
Published advisor forecast	2028-06-18	2.23
Published advisor forecast	2028-09-18	2.36
Published advisor forecast	2028-12-18	2.20
Published advisor forecast	2029-03-18	2.28
Published advisor forecast	2029-06-18	2.15
Published advisor forecast	2029-09-18	2.25
Published advisor forecast	2029-12-18	2.16
Published advisor forecast	2030-03-18	2.23
Published advisor forecast	2030-06-18	2.14
Published advisor forecast	2030-09-18	2.23
Published advisor forecast	2030-12-18	2.18
Published advisor forecast	2031-03-18	2.25
Published advisor forecast	2031-06-18	2.22
Published advisor forecast	2031-09-18	2.29

2. Scenarios & Signals

Bull case

The bull case activates when accreditation converts into recurring seats faster than the share count grows. Ask Sage ARR scaling past $100M by 2029 would push consolidated toward 45%, drag the company to EBITDA breakeven near $200M revenue, and convert the narrative premium into a defensible software multiple. Sustained defense appropriations and a disinflation-driven fall in the ten-year yield would amplify the rerate. In that combination, today's $2.80 looks cheap rather than stretched.

Bear case

The bear case activates when growth disappoints while the printing press keeps running. A soft FY2027, book-to-bill persistently under one and a forced equity raise at depressed prices would expand the count past 600 million, trigger an Ask Sage impairment, and strip the platform narrative that justifies 10x sales. With a five-percent ten-year yield offering no valuation support, the multiple collapses toward tangible book near $1 per share. Operational competence would not rescue the per-share claim.

Current crowd narrative

The crowd treats BigBear.ai as a cheap call option on defense AI — Palantir's little brother with a clean balance sheet. That belief is anchored on liquidity headlines: $410M cash, debt effectively gone, backlog near $270M [1][2]. What it ignores is the $4.00 average target against $2.80, GuruFocus's $1.31 fair value [21], and a 10.2x sales multiple funded by continuous share issuance.

Alpha-gap assessment

The crowd overestimates these shares, though less egregiously than a year ago. The blind spot is unit-of-account: investors track enterprise metrics — , contract wins, cash — while value accrues per share, and the share count went from roughly 275 million to 479.5 million through recapitalisation, with a 424B5 modelling another 100 million [14]. Corroborating evidence: Q2 fell from about $282M to $269.6M [6][2], so book-to-bill was below one while the dilution machine kept running.

Convergence catalyst

The catalyst is the next equity raise priced against a soft Q3 or Q4 2026 print. When a follow-on lands and consensus models finally rebase revenue per share rather than revenue, the multiple compresses. First observable sign: a prospectus supplement or ATM disclosure alongside unchanged FY2027 growth language.

Paywalled preview begins: Macro-regime alignment

From this section to the end-of-preview notice below, research is provided as simplified HTML text and tables. Full access provides the complete interactive interface, charts and additional datasets.

Sentiment and regime

Greed and fear sentiment: 0.2
Expected volatility regime: high_erratic
Convergence-cycle position: reversal

Primary drivers

Primary drivers supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Defense TECH Budget WIND AT ITS BACK	Follow the money: Hormuz disruption, Red Sea threats and border-security spending keep national-security AI budgets expanding while discretionary IT stagnates. BigBear.ai holds prime access through the Army GFIM production contract worth $165.15M [7], a Navy SeaPort NxG prime IDIQ [9] and classified intelligence-community work. This sustains a $270M-plus backlog [2] and underwrites the mid-teens revenue growth management targets, though contract sizes stay small relative to a $1.34B market capitalisation.	Not available	+18.0%
ASK SAGE Accreditation AS A MOAT	The scarce asset bought for roughly $250M was not code but clearance: Ask Sage carries FedRAMP High, Impact Level 5/6 and Top Secret authorisation with zero-trust controls [18], accreditation that takes competitors years to replicate. That authorisation converts commodity model access into billable, recurring government AI seats at software gross margins. Evidence is already visible in Q2 2026 gross margin expanding 781 basis points to 32.8% year over year [2].	Not available	+12.0%
DEBT Erased Runway Purchased	The full voluntary conversion of the $124.6M 2029 notes cut note-related debt from roughly $142M to about $17M [12][13], leaving $409.8M of cash and investments against roughly $22M quarterly operating burn [1][3]. This removes refinancing risk at a 5% ten-year yield, funds M&A without covenant constraint, and means solvency is not the bear case here. The optionality persists for years; the shareholders paid for it in shares, not interest.	Not available	+9.0%
Services TO Software Margin MIX Shift	Gross margin moving from 25.0% to 32.8% year over year [2] is the first corroborated evidence that product revenue, Pangiam threat detection and Ask Sage seats are displacing labour-heavy integration work. Each incremental margin point compounds against a roughly fixed $16.75M research base and reduces the revenue level required to reach EBITDA breakeven. The trend should persist while product mix rises, but service-contract recompetes cap the ceiling near 40%.	Not available	+7.0%

Primary frictions

Primary frictions supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
THE Share Printing Flywheel	Here is the arithmetic that decides this stock: the 424B5 models selling 100,000,000 shares at $2.83, lifting tangible book to $1.17 while diluting buyers $1.66 per share [14], on top of a count already at 479.5 million after the note conversion added 38.1 million [12][14]. An ATM with Cantor stands permanently open [15]. Enterprise revenue can compound at 15% while revenue per share stagnates.	Not available	-22.0%
FIVE Percent Treasuries Versus TEN Times	The Fed's move to 3.75%-4.00% and a US ten-year at 4.998% on 2026-09-18 are the discount-rate hammer on a zero-earnings, long-duration equity trading at 10.2x trailing sales with negative $73.8M free cash flow. No company action offsets this channel. With median dots at 4.1% for 2026 and 2027, the multiple compression is structural rather than a passing sentiment episode, easing only if disinflation resumes late in the horizon.	Not available	-20.0%
Palantir's Shadow Anduril's Speed	The comparison is unforgiving: Palantir ended Q1 2026 with $11.8B remaining deal value, up 98% [6], while BigBear.ai books low-double-digit growth with backlog slipping from roughly $282M to $269.6M between Q1 and Q2 2026 [6][2] — book-to-bill below one. Primes and venture-funded challengers bid the same mission sets with larger engineering benches, compressing award win-rates and pricing on recompetes across the horizon.	Not available	-14.0%
Appropriations Timing Quarterly Whiplas	For a prime this small, a continuing resolution or funding lapse is not background noise but a revenue event; the February 2026 DHS funding lapse is already in the record. Guidance of $135M-$165M implies a second half between $64M and $79M, a band wide enough to make conversion timing, not demand, the swing factor. Expect recurring quarters where obligations slip and the stock gaps on the print.	Not available	-8.0%

Tail opportunities

Tail opportunities supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
ASK SAGE Becomes THE ARR Engine	Ask Sage entered at roughly $25M ARR growing about sixfold year over year [19]. If accredited generative-AI seats scale across DoD and intelligence customers to $100M-plus ARR by 2028-2029, the mix would flip BigBear.ai from a services integrator to a recurring-revenue platform with 60%-plus software gross margin, justifying a genuine software multiple rather than the current narrative premium. It stays below fifty percent because seat expansion depends on classified enclave rollouts and budget lines the company does not control.	27.0%	+110.0%
A Prime PAYS FOR THE Clearances	A defense prime, large systems integrator or sponsor-backed platform acquires BigBear.ai principally for Ask Sage's FedRAMP High/IL6/Top Secret authorisations and prime contract vehicles [18][9]. With debt eliminated and roughly $400M of net tangible book [14], the balance sheet is clean enough for a cash deal; a 2028-2030 consolidation wave in defense software is the plausible trigger. Probability stays modest because the equity's persistent premium to tangible book makes a control premium expensive for any disciplined buyer.	18.0%	+75.0%

Tail risks

Tail risks supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Goodwill Meets Guidance MISS	If FY2027 revenue undershoots and Ask Sage seat growth decelerates, auditors will test the roughly $250M of purchase consideration. A large non-cash impairment arriving alongside a guidance cut in 2027 or 2028 would destroy the platform narrative, invite the argument that management overpaid at about 10x ARR, and drag the price toward tangible book near $1 per share. Probability stays under half because backlog and defense demand still support a mid-teens growth floor.	33.0%	-45.0%
Raising Equity INTO A Falling TAPE	The dangerous sequence is a dilutive raise executed at depressed prices to fund the next acquisition. If the AI narrative unwinds — the September 2026 antitrust complaint and slowdown debate are early tremors — and the shares trade near $1.50, an ATM or follow-on issuing 150 million-plus shares [14][15] permanently resets per-share economics. Below fifty percent because management can defer raising with $410M already on hand [1], but deferral requires M&A restraint they have not shown.	31.0%	-38.0%

Step-by-step forecast path

Universal Investor forecast path for prediction task predrqst_batch_task__xrefsubjtskconf_b770899a-31fc-5d9a-9b86-84f89250aef7__sb7__20260920064920277661
Step	Forecast date	Step change	Projected value (USD)	Scenario rationale
1	December 18, 2026	-9.0%	2.55	Q3 print lands against a wide guidance band while the 424B5 shelf hangs over the tape. Tight financing conditions after the September Fed hike compress a 10x-sales multiple; dilution fear dominates contract headlines.
2	March 18, 2027	+5.0%	2.68	FY2026 results confirm roughly 17% growth and further gross-margin expansion, with FY2027 guidance framed optimistically. Relief rally follows, but the residual 2026 notes retirement and share-count disclosure cap the bounce.
3	June 18, 2027	-8.0%	2.46	An acquisition financed partly with stock reintroduces the dilution arithmetic. Investors rebase per-share revenue rather than enterprise revenue, and the multiple compresses despite unchanged operational trajectory and defense demand.
4	September 18, 2027	-6.0%	2.31	Backlog conversion slips as appropriations timing pushes obligations right. Book-to-bill below one for consecutive quarters undercuts the acceleration narrative while yields remain elevated, reinforcing the derating of long-duration unprofitable AI names.
5	December 18, 2027	+9.0%	2.52	A sizeable classified or program-of-record award, plus visible Ask Sage seat expansion across defense enclaves, sparks a sharp narrative-driven rebound typical of this retail-heavy float. Fundamentals improve less than price.
6	March 18, 2028	-7.0%	2.35	FY2027 results show mid-teens growth with operating losses still near $100M annualised. The gap between enterprise progress and per-share economics reasserts itself as the prior quarter's enthusiasm fades.
7	June 18, 2028	-5.0%	2.23	Competitive pressure from Palantir and venture-funded defense software erodes win rates on recompetes. Pricing concessions cap gross-margin expansion near 36%, and the software multiple thesis loses supporting evidence.
8	September 18, 2028	+6.0%	2.36	Consolidation speculation in defense software lifts the sector. With debt eliminated and tangible book near $400M, BBAI trades as a plausible target, drawing event-driven buyers into a thin float.
9	December 18, 2028	-7.0%	2.20	No bid materialises and a further capital raise funds integration costs. Share count expansion toward 600 million dilutes per-share revenue even as consolidated revenue approaches $200M, pressuring the multiple further.
10	March 18, 2029	+4.0%	2.28	Gross margin crossing the mid-thirties and adjusted EBITDA approaching breakeven provide the first credible operating-leverage evidence. Modest rerate as the bear case on solvency is definitively retired.
11	June 18, 2029	-6.0%	2.15	A defense budget reprioritisation toward munitions and hardware slows software obligations. Revenue guidance trims, and investors discount the recurring-revenue transition timeline by another year.
12	September 18, 2029	+5.0%	2.25	Accredited generative-AI seat growth accelerates as classified enclave deployments mature, lifting recurring mix. Sentiment improves alongside a softer rate environment, supporting valuation for unprofitable growth names.
13	December 18, 2029	-4.0%	2.16	Year-end guidance for 2030 implies continued sub-20% growth. With the platform premium unproven, the sales multiple settles nearer six times, offsetting the year's operational gains on a per-share basis.
14	March 18, 2030	+3.0%	2.23	First quarters of sustained positive adjusted EBITDA arrive as revenue clears $230M with mid-thirties gross margin. Valuation stabilises because earnings power finally anchors an otherwise narrative-priced equity.
15	June 18, 2030	-4.0%	2.14	Free cash flow remains negative after working capital and integration costs. Investors distinguish adjusted profitability from cash generation, and the stock gives back part of the prior quarter's advance.
16	September 18, 2030	+4.0%	2.23	A multi-year program-of-record renewal extends revenue visibility, lifting backlog durability. Contract-vehicle incumbency proves worth more than growth rate, drawing valuation-sensitive institutional buyers into the name.
17	December 18, 2030	-2.0%	2.18	Mature-phase repricing continues: growth normalises toward low teens and the market applies a government-services-plus-software hybrid multiple rather than a pure AI premium. Modest drift lower.
18	March 18, 2031	+3.0%	2.25	Positive operating cash flow for a full year confirms the business model finally self-funds. Dilution pressure abates as the ATM goes unused, improving the per-share arithmetic investors watch.
19	June 18, 2031	-1.0%	2.22	Range-bound trading as valuation converges near five times sales on roughly $280M revenue. Neither a rerate catalyst nor a solvency threat exists; price tracks slow fundamental compounding.
20	September 18, 2031	+3.0%	2.29	Steady defense AI demand and a stabilised share count let modest earnings growth accrue to shareholders. The stock ends the horizon below today's price, with the derating largely complete.

Advisor and configuration

Advisor: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release
Persona: Universal Investor
Archetype: The Polymath
Model: 2026-07-24 release
Provider: Anthropic
Mode: RESEARCHER (Web Search Enabled) with High Reasoning and Standard Creativity
Task configuration: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release__equity__json__extnd_invest_thesis_4q_alphassym__ts_num_desc__h5y_s3m__var1__researcher__standard_creativity_high_thinking__batch
Forecast horizon: 5 year
Forecast steps: 20 steps of 3 month
Assembly type: Balanced Assembly
Assembly name: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release RESEARCHER Forecast Assembly
Input format: inmemory_base_placeholders__latest_eod_close_price_with_stats_and_fundamentals__var1
Output format: Equity Extended Investment Thesis (4 Quadrants and Alpha Asymmetry) + Pct Change Timeseries for Close Price with Rationale, (5Y Quarterly)

Read the complete Universal Investor advisor methodology

Configuration components

aiassmprmtcmpnt_b995bbe2-6a15-55be-a576-525904f696e8
aiassmprmtcmpnt_c55d1851-d218-5d30-b83b-54bbda31e2ee
aiassmprmtcmpnt_930157b1-05d7-5699-bf0a-738645ee42fd
aiassmprmtcmpnt_3c0c459a-0d4a-50ca-87df-c172ec5618aa
aiassmprmtcmpnt_8115cc2a-d418-54b1-a616-49dfa91195f4

Research sources

[1]BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance :: BigBear.ai Holdings, Inc. (BBAI)ir.bigbear.ai
[2]Q2 2026 Results, 13% Growth & 20+ Contract Wins | BigBear.aibigbear.ai
[3]BigBear.ai Holdings (BBAI) Stock Falls on Q2 2026 Earnings | Quiver Quantitativequiverquant.com
[4]__symbol__ Stock Quote Price and Forecast | CNNcnn.com
[5]BigBear.ai Holdings, Inc. (BBAI) Stock Price, News, Quote & History - Yahoo Financefinance.yahoo.com
[6]BigBear.ai's Backlog Expands: Can Contract Wins Drive Revenue Growth?finance.yahoo.com
[7]BigBear.ai Awarded 5-Year Production Contract Valued at $165 Million to Deliver the U.S. Army’s Global Force Information Management - Objective Environment (GFIM-OE) :: BigBear.ai Holdings, Inc. (BBAI)ir.bigbear.ai
[8]BigBear.ai Awarded Contract to Modernize Critical Department of Defense Force Management Platform :: BigBear.ai Holdings, Inc. (BBAI)ir.bigbear.ai
[9]BigBear.ai Awarded Prime IDIQ Contract for U.S. Department of Navy's SeaPort Next Generation (NxG) :: BigBear.ai Holdings, Inc. (BBAI)ir.bigbear.ai
[10]BBAI Stock In Focus As Defense And Airport AI Deals Advance - StocksToTradestockstotrade.com
[11]BigBear.ai Announces Full Conversion of 6.00% Convertible Senior Secured Notes Due 2029, Significantly Strengthening Balance Sheetbusinesswire.com
[12]BigBear.ai Holdings, Inc. - Form 10-Q - FY2026sec.gov
[13]BigBear.ai Announces Full Conversion of 6.00% Convertible Senior Secured Notes Due 2029, Significantly Strengthening Balance Sheet :: BigBear.ai Holdings, Inc. (BBAI)ir.bigbear.ai
[14]BigBear.ai Holdings, Inc. - Form 424B5 - FY2026sec.gov
[15]BigBear.ai Holdings, Inc. - Form 10-Q - FY2026sec.gov
[16]BigBear.ai's AI Transformation: Will Investors Reward The Pivot? (NYSE:BBAI) | Seeking Alphaseekingalpha.com
[17]BigBear.ai Share Proposal Tests Dilution Risk Against Analyst Upside Potentialfinance.yahoo.com
[18]BigBear.ai Completes Ask Sage Acquisitiongovconwire.com
[19]www.businesswire.combusinesswire.com
[20]BigBear.ai Holdings (BBAI) Is Pursuing Acquisitions Backed By A $100 Million Offeringfinance.yahoo.com
[21]BIGBEAR.AI HOLDINGS Shares Outstanding (Diluted Average): 47gurufocus.com
[22]BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance | Morningstarmorningstar.com

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